Summary
Overview
Work History
Education
Skills
Timeline
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Derrick Gracia

Los Alamitos,CA

Summary

Accomplished Senior Sales Executive with a proven history of driving multi-million dollar revenue growth annually. Highly skilled in organizational management and team leadership, with a strong ability to collaborate effectively across departments. Recognized for exceptional communication and leadership abilities.

Overview

7
7
years of professional experience

Work History

Senior Sales Executive

Crestmont Capital
Tustin, CA
07.2021 - Current
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Generating over $2 million in gross revenue per year, ensuring alignment with client goals and adhering to regulatory requirements.

Junior Sales Associate

Rockport Capital
Newport Beach, CA
09.2017 - 06.2021
  • Maintained a well-organized sales strategy, enhancing customer experience and facilitating seamless transactions.
  • Implemented upselling strategies for complementary products, contributing to an increase in overall average transaction value.
  • Delivered exceptional, customer service, resulting in a 15% increase in repeat business and positive customer feedback.
  • Consistently exceeded monthly sales targets by using upselling and cross-selling techniques.

Education

Bachelor Of Arts - Communications

UCLA
Los Angeles, CA
2021

Skills

Promotional planning

Expert Negotiator

Product Portfolio Management

Financial Analysis

Risk Assessment

Bilingual in Spanish

Proficient in MS Word, Excel, and Powerpoint

Timeline

Senior Sales Executive

Crestmont Capital
07.2021 - Current

Junior Sales Associate

Rockport Capital
09.2017 - 06.2021

Bachelor Of Arts - Communications

UCLA
Derrick Gracia